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Wealth Advisory Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealth Advisory Solutions’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Sell
9,134
-577
-6% -$24.2K 0.08% 103
2025
Q4 		$392K Sell
9,711
-272
-3% -$11.2K 0.09% 102
2025
Q3 		$421K Buy
9,983
+609
+6% +$25.5K 0.1% 101
2025
Q2 		$388K Buy
9,374
+136
+1% +$5.58K 0.1% 101
2025
Q1 		$387K Sell
9,238
-135
-1% -$5.62K 0.1% 100
2024
Q4 		$381K Sell
9,373
-391
-4% -$16.9K 0.11% 91
2024
Q3 		$436K Sell
9,764
-743
-7% -$31.3K 0.12% 90
2024
Q2 		$404K Buy
10,507
+738
+8% +$27.8K 0.11% 89
2024
Q1 		$386K Sell
9,769
-2,363
-19% -$91.9K 0.1% 93
2023
Q4 		$486K Sell
12,132
-11,923
-50% -$428K 0.17% 56
2023
Q3 		$892K Buy
24,055
+12,628
+111% +$467K 0.17% 75
2023
Q2 		$431K Buy
11,427
+362
+3% +$13.4K 0.11% 82
2023
Q1 		$414K Sell
11,065
-915
-8% -$35.1K 0.11% 90
2022
Q4 		$442K Sell
11,980
-1,471
-11% -$54.3K 0.12% 99
2022
Q3 		$484K Sell
13,451
-371
-3% -$15.5K 0.13% 97
2022
Q2 		$565K Sell
13,822
-1,822
-12% -$81.3K 0.14% 94
2022
Q1 		$756K Buy
+15,644
New +$733K 0.16% 92
2021
Q3 		$685K Sell
15,417
-25,041
-62% -$1.16M 0.15% 99
2021
Q2 		$1.79M Buy
40,458
+1,719
+4% +$73.7K 0.43% 66
2021
Q1 		$2K Buy
38,739
+2,400
+7% +$90.3K ﹤0.01% 117
2020
Q4 		$1.33M Sell
36,339
-1,165
-3% -$42.3K 0.36% 62
2020
Q3 		$1.32M Sell
37,504
-6,969
-16% -$248K 0.35% 70
2020
Q2 		$1.55M Sell
44,473
-7,973
-15% -$269K 0.43% 68
2020
Q1 		$1.63M Buy
52,446
+11,396
+28% +$426K 0.55% 58
2019
Q4 		$1.59M Buy
+41,050
New +$1.59M 0.42% 67

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wealth Advisory Solutions's XLRE Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.9% in Q1 2026, selling an estimated $24.2K and leaving 9,134 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #103.

Wealth Advisory Solutions first reported a position in XLRE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.79M in Q2 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Wealth Advisory Solutions held 9,134 shares of State Street Real Estate Select Sector SPDR ETF worth $373K as of Q1 2026.
  • Wealth Advisory Solutions sold 577 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $24.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.08% of Wealth Advisory Solutions's portfolio in Q1 2026, its #103 holding.
  • Wealth Advisory Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $1.79M in Q2 2021.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.